Kimelman & Baird, LLC Portfolio Holdings
Kimelman & Baird, LLC
- $1.28 Trillion
- Q3 2025
Kimelman & Baird, LLC has filed its 13F form on November 25, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.28 Trillion distributed in 307 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Jpmorgan Chase & CO with a value of $74.3B, Apple Inc. with a value of $73.3B, Microsoft Corp with a value of $63.3B, Amazon Com Inc with a value of $60.9B, and Costco Wholesale Corp with a value of $58.4B.
Examining the 13F form we can see an increase of $52.2B in the current position value, from $1.23T to 1.28T.
Kimelman & Baird, LLC is based out at New York, NY
Below you can find more details about Kimelman & Baird, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.28 Trillion
Financial Services: $270 Billion
Consumer Cyclical: $261 Billion
Technology: $244 Billion
Industrials: $209 Billion
Healthcare: $87 Billion
Consumer Defensive: $72.9 Billion
Communication Services: $63.7 Billion
Energy: $24.7 Billion
Other: $27.5 Billion